See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,798 | $95,803+221.3% | $113,168+172.0% | $84,808+262.9% |
| Participation rate | 90.6% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.3pp |
| Annual return | 16.18% | 25.00%-8.8pp | 24.27%-8.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,098 | $2,360+73.7% | $2,975+37.8% | $2,631+55.8% |
| Participant deferral / active EE | $12,339 | $4,242+190.9% | $5,107+141.6% | $4,212+193.0% |
| Admin fee / account holder | $35,835 | $8,989+298.7% | $12,068+197.0% | $7,344+388.0% |